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Name Holding Trade Value Shares
Change
Change in
Stake
WFI
726
West Family Investments
California
$208K +$234K +1,397 New
BBNB
727
Baker Boyer National Bank
Washington
$208K +$234K +1,395 New
AIM
728
Anchor Investment Management
South Carolina
$208K
PP
729
PDT Partners
New York
$208K +$233K +1,391 New
SMH
730
Sanders Morris Harris
Texas
$207K +$10K +60 +5%
KAS
731
KPP Advisory Services
Kentucky
$206K +$232K +1,383 New
BTI
732
Blue Trust Inc
Georgia
$206K +$60.8K +363 +44%
PWM
733
Perigon Wealth Management
California
$205K +$15.2K +91 +7%
OL
734
Optas LLC
Texas
$204K +$19.1K +114 +9%
NL
735
NWAM LLC
Washington
$204K -$37.2K -222 -14%
FOA
736
Five Oceans Advisors
California
$203K
TC
737
Tacita Capital
Ontario, Canada
$201K
GIM
738
Goelzer Investment Management
Indiana
$201K +$226K +1,350 New
CWM
739
Chemistry Wealth Management
New York
$200K
FAFN
740
First Affirmative Financial Network
Colorado
$200K +$225K +1,342 New
WB
741
Webster Bank
Connecticut
$193K +$6.7K +40 +3%
DJSG
742
D.J. St. Germain
Massachusetts
$192K
HI
743
Harbour Investments
Wisconsin
$189K -$5.02K -30 -2%
AF
744
Allworth Financial
California
$186K +$4.19K +25 +2%
HIA
745
Harbor Investment Advisory
Maryland
$181K -$670 -4 -0.3%
MSFP
746
Mark Sheptoff Financial Planning
Connecticut
$179K
BAAM
747
Baker Avenue Asset Management
California
$178K -$6.53K -39 -3%
HBT
748
Hills Bank & Trust
Iowa
$173K
SWA
749
SOA Wealth Advisors
New York
$170K
MHR
750
Matthew Hamilton Rosenberg
$169K +$2.01K +12 +1%